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Financial Planning Specialist
2 months ago
We are seeking a skilled Paraplanner to support our Principal Adviser at our regional office in Horsham. The current Paraplanner has been promoted to a Learning and Development position, and we need someone to take on their responsibilities.
About the RoleThis is an exciting opportunity to join our thriving financial planning firm, known for its hybrid work model and exceptional environment. As a Paraplanner, you will work under the guidance of a people-focused Manager and collaborate with a team of Paraplanners across the UK.
Key Responsibilities- Conduct comprehensive research and analysis of investment funds and financial products for High Net Worth (HNW) and Ultra High Net Worth (UHNW) clients.
- Prepare detailed Financial Plans, mapping out clients' journeys to their financial goals.
- Provide essential technical support and guidance for client advice.
- Review and align client objectives with their financial circumstances.
- Experience in Paraplanning with a solid grasp of Investments and Pensions products.
- Well-versed in the Financial Planning process.
- Strong interpersonal skills and clear communication abilities.
- Diploma or close to completion will be considered.
Salary Range: Up to £49,000 for Paraplanners at Ortus PSR. Explore multiple career trajectories, including Advising and Technical Paraplanning, and engage in project-based work contributing to seamless team integration.
